See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,388 | $51,244-75.8% | $80,975-84.7% | $55,167-77.5% |
| Participation rate | 94.0% | 71.7%+22.3pp | 75.8%+18.2pp | 69.0%+25.0pp |
| Annual return | 25.66% | 17.39%+8.3pp | 17.10%+8.6pp | 169.23%-143.6pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,821 | $4,418+31.8% | $5,696+2.2% | $3,054+90.6% |
| Admin fee / account holder | $297 | $398-25.3% | $5,516-94.6% | $504-41.0% |